Valeo Financial Advisors’s First Internet Bancorp INBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
24,307
+12
| +0% | +$323 | 0.02% | 388 |
|
|
2025
Q1 | $651K | Buy |
24,295
+9
| +0% | +$241 | 0.02% | 341 |
|
|
2024
Q4 | $874K | Buy |
24,286
+8
| +0% | +$288 | 0.02% | 291 |
|
|
2024
Q3 | $832K | Buy |
24,278
+311
| +1% | +$10.7K | 0.02% | 291 |
|
|
2024
Q2 | $648K | Buy |
23,967
+606
| +3% | +$16.4K | 0.02% | 318 |
|
|
2024
Q1 | $777K | Sell |
23,361
-3,068
| -12% | -$102K | 0.03% | 277 |
|
|
2023
Q4 | $639K | Sell |
26,429
-481
| -2% | -$11.6K | 0.03% | 297 |
|
|
2023
Q3 | $436K | Sell |
26,910
-2,260
| -8% | -$36.6K | 0.02% | 369 |
|
|
2023
Q2 | $433K | Buy |
+29,170
| New | +$433K | 0.02% | 346 |
|
|
2022
Q4 | – | Sell |
-7,911
| Closed | -$268K | – | 560 |
|
|
2022
Q3 | $268K | Buy |
7,911
+2
| +0% | +$68 | 0.02% | 373 |
|
|
2022
Q2 | $291K | Buy |
7,909
+1
| +0% | +$37 | 0.02% | 350 |
|
|
2022
Q1 | $340K | Buy |
7,908
+301
| +4% | +$12.9K | 0.02% | 401 |
|
|
2021
Q4 | $358K | Buy |
7,607
+1
| +0% | +$47 | 0.02% | 366 |
|
|
2021
Q3 | $237K | Buy |
+7,606
| New | +$237K | 0.01% | 429 |
|
|
2021
Q2 | – | Sell |
-4,603
| Closed | -$162K | – | 1061 |
|
|
2021
Q1 | $162K | Buy |
4,603
+1
| +0% | +$35 | 0.01% | 478 |
|
|
2020
Q4 | $132K | Sell |
4,602
-1,536
| -25% | -$44.1K | 0.01% | 492 |
|
|
2020
Q3 | $90K | Sell |
6,138
-1,000
| -14% | -$14.7K | 0.01% | 483 |
|
|
2020
Q2 | $119K | Buy |
7,138
+500
| +8% | +$8.34K | 0.01% | 436 |
|
|
2020
Q1 | $122K | Buy |
6,638
+500
| +8% | +$9.19K | 0.01% | 371 |
|
|
2019
Q4 | $146K | Hold |
6,138
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $131K | Hold |
6,138
| – | – | 0.01% | 368 |
|
|
2019
Q2 | $132K | Hold |
6,138
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $119K | Hold |
6,138
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $125K | Hold |
6,138
| – | – | 0.02% | 335 |
|
|
2018
Q3 | $158K | Buy |
6,138
+2,000
| +48% | +$51.5K | 0.02% | 311 |
|
|
2018
Q2 | $129K | Hold |
4,138
| – | – | 0.02% | 357 |
|
|
2018
Q1 | $153K | Hold |
4,138
| – | – | 0.02% | 286 |
|
|
2017
Q4 | $158K | Hold |
4,138
| – | – | 0.03% | 272 |
|
|
2017
Q3 | $134K | Buy |
+4,138
| New | +$134K | 0.03% | 248 |
|